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Wealth Management Assistant

Worth Recruiting

This is a Contract position in Toronto, ON posted August 7, 2017.

City Toronto State/Province Ontario [ON] Country Canada [CA] Title Wealth Management Assistant Job Type Perm Overview Our client is an investment management firm with multiple Canadian offices, managing over $30 billion for pension funds, foundations, corporate institutions and individual investors. The firm has experienced significant growth as a result of strong investment performance, attentive client servicing and high ethical standards. As a member of the Toronto client servicing, administration, and marketing group, you will work with the Client Relationship team that deals with a group of private and institutional investors, as well as their advisors, such as actuaries, accountants, investment consultants and other professionals. Responsibilities • Coordinate client meetings and events • Generating client statements, and reports utilizing proprietary software • Calendar and travel management • Prepare client and new business presentation material in PowerPoint • Answer various queries and requests from clients, prospects and industry professionals • Complete account opening documents and ongoing documentation • Assistance in the preparation of RFP documentation • Tracking a preparation of expenses in Excel • Monitoring emails, prioritizing, responses, and escalations • Coordination with traders and back office/operations staff • General office and administrative duties as required Requirements • Client service-oriented with exceptional communication skills • Organized, resourceful, energetic and prompt • Autonomous, able to multi-task and prioritize • Team oriented with the ability to build relationships both internally and externally • Proficient with Microsoft Office tools and possess excellent computer skills • Honest and ethical to a fault • College or undergraduate university degree • A minimum of 2 years of experience working in an office environment • Knowledge of wealth management, operations, and financial markets will be given preference • CSC a definite asset